Consultant eNews

News and Resources for Consultants

Change of Company Name

Mar 28

Posted by Joe Abler in Marketing | No Comments

We recently changed our corporate structure from Software Technology, Inc. to Software Technology, LLC. We are going through our print and digital materials to reflect this change, but we also ask that you change any references to Software Technology, Inc. in your materials as well. Even though we are an LLC, we will continue to use the STI acronym. Some habits are hard to break.

Here are some materials you might want to review:

  • Your website
  • Your email signatures
  • Emails and letters
  • Printed marketing materials
  • Tradeshow banners

If you have any questions, please reach out to your sales representative. We appreciate your cooperation with this transition.

New CDs Used for Supplemental Programs

Mar 24

Posted by Joe Abler in General | No Comments

We are now using different CDs to ship special products such as ODBC, SplitT3, CopyT3, and Bitmaps, as well as repaired or converted data. These CDs are white with black lettering, and marked “Supplemental Products”. We no longer create unique CDs for special products or data. The CDs will, however, have a label affixed inside the case describing the CD contents. The CDs for our standard products have not changed.

Free Webinars Available

Mar 15

Posted by Joe Abler in Marketing | No Comments

Each month we present a variety of webinars covering popular topics. Feel free to promote these to clients and prospects; you can also view them yourself to learn more about a topic or learn how to present something differently. As always, we will let you know if a lead comes through for you.

Register for one of our live webinars:

View a webinar recording:

New PracticeMaster WorkFlows Guide & Newsletter Feature

Mar 13

Posted by Dawn Bevans in General | No Comments

We are pleased to announce that a new PracticeMaster WorkFlows Guide is now available. The PracticeMaster WorkFlows Guide has been created to help make WorkFlows less intimidating by providing ideas on how to use WorkFlows, a step-by-step walk-through for a sample WorkFlow, feature-by-feature information, and more. WorkFlows can be a powerful tool used to save time, help prevent tasks from slipping through the cracks, and reduce mistakes.

The new WorkFlows Guide is now available on our Documentation page at Tabs3.com/docs. Our Documentation page includes links for manuals, guides, report packs, training videos, and more. It’s a great way to learn our products, and a great resource for existing customers and prospects. Check it out!

We also wanted to let you know about another new resource for WorkFlows. Have you noticed the new Working with WorkFlows feature in the User Newsletter? This recently implemented newsletter feature focuses on WorkFlows every month by showcasing a walk-through of a WorkFlow with in-depth information on how WorkFlows work! We hope that this monthly feature will become a great resource for both new and seasoned users. You can view the Tabs3 newsletter at http://newsletter.tabs3.com.

2017 Forum Early Bird Deadline

Mar 10

Posted by Joe Abler in Forum | No Comments

You already know this year’s Forum will be held on Friday, April 21, and Saturday, April 22, at the Embassy Suites in downtown Lincoln. If you haven’t yet, be sure to register before the early bird deadline of March 21.

While you’re in Lincoln:

  • Receive a demo of our newest product
  • Provide input on future development
  • Meet our new partner, Thompson Street Capital Partners
  • Network and learn proven business strategies from other resellers

For those scheduling flights, check-in for the Forum begins at 8:00am Friday. The final session on Saturday ends at 12:30pm, and a lunch will follow. Our staff will be available until 2:00pm for questions and conversation. We look forward to hosting you all again, right here in beautiful Star City!

Updated PCI Compliance Requirements

Feb 22

Posted by DeAnna Masterson in General | No Comments

As you know, one of the reasons ProPay was a great option for our clients and for you was because instead of being required to fill out a 200+ questionnaire every year in order to remain compliant and accept credits, there was either going to be no PCI compliance required or a simpler questionnaire.

Up until recently, there was no requirement to fill out any questionnaire, however, we were just informed that as of January 1, 2017, there will now be a simpler questionnaire to confirm compliance. You and your clients will be contacted over the next few months by ControlScan requiring completion of an SAQ-D compliance questionnaire, in addition to paying a $75 fee, to remain compliant and to continue accepting credit cards.

If you have any questions regarding the PCI compliance requirement, please contact your assigned TSYS merchant advocate or contact ProPay at [email protected].

New Reseller Locator Available

Feb 6

Posted by DeAnna Masterson in Marketing | No Comments

We debuted a new way the reseller listings are displayed on our website. I am confident that this change will look more modern and help prospects more easily find your listing.

Previously, if a prospect wanted to view resellers in their area, they either had to click on the reseller map or know which region they’re in and click on the appropriate link on the left side bar.

This format created problems for prospects who live near the borders of those regions. For example, what if they’re in Colorado? They have three regions they could search for the nearest reseller. Even worse, if they were in Kentucky, they would have five regions they could search for the nearest reseller.

Then, when they went to their region, resellers were organized 1st by President’s Circle members and 2nd by Last Name. This could cause issues, because unless they know Florida’s geography well, it’d be hard to find a reseller that was near them in Orlando.

I am excited to debut a more modern and user friendly way to display our resellers – searching for resellers based on zip code.

You can view the change here: http://www.tabs3.com/resellers/resellers.html

Tabs3 Logo Shirts and Accessories are Available

Jan 31

Posted by Joe Abler in Marketing | No Comments

Once again, Tabs3 logo shirts are available for order.  They are perfect attire for trade shows, meetings with potential customers, or the upcoming Forum! Each shirt is custom ordered and embroidered with our logo. In addition to logo shirts, various Tabs3 accessories are available such as blankets, cinch packs, and beach towels. Follow the link below for shirt and accessory options. To purchase, fax or email your order by February 28, 2017.

Order Form – https://www.tabs3.com/offers/reseller_items_for_order.pdf

New Additions to President’s Circle

Jan 25

Posted by Joe Abler in General | No Comments

As you know, the 2017 President’s Circle member list was posted last week. I would like to congratulate those who were not members of this prestigious group last year and reached this distinction for 2017. Be sure to congratulate them if you get an opportunity. The Forum is a great time to do so!

 

  • Steve Gallagher of Digital Network Solutions LLC in Gulfport, MS
  • Jeff Levine of The Systems Shop in New York, NY
  • Ileene Levine of Ileene K. Levine Consulting in Milwaukee, WI

Training Videos

Jan 18

Posted by Joe Abler in Marketing | No Comments

Check out the new Training Videos

More new Training Videos